IQ S&P High Yield Low Volatility Bond ETF
HYLV
HYLV was delisted on the 31st of January, 2023.
26 hedge funds and large institutions have $88.3M invested in IQ S&P High Yield Low Volatility Bond ETF in 2020 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 5 closing their positions.
120% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 5
40% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 5
30% more funds holding
Funds holding: 20 → 26 (+6)
6% more capital invested
Capital invested by funds: $83.2M → $88.3M (+$5.13M)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$4.42M |
| 2 |
GM
GeoWealth Management
Chicago,
Illinois
|
+$2.31M |
| 3 |
SIA
Strategic Investment Advisors
Farmington Hills,
Michigan
|
+$1.46M |
| 4 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
+$1.22M |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$1.04M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$4.4M |
| 2 |
CWM
Centric Wealth Management
Chicago,
Illinois
|
-$3.45M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
-$1.06M |
| 4 |
Jane Street
New York
|
-$300K |
| 5 |
Morgan Stanley
New York
|
-$253K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CWM
26
Centric Wealth Management
Chicago,
Illinois
| – | -$3.45M | -142,469 | Closed |
|
|
FTUS
27
Flow Traders U.S.
New York
| – | -$1.06M | -43,665 | Closed |
|
28
UBS Group
Zurich,
Switzerland
| – | -$119K | -4,901 | Closed |
|
|
PAG
29
Private Advisor Group
Morristown,
New Jersey
| – | -$8K | -325 | Closed |
|
30
Wells Fargo
San Francisco,
California
| – | -$25 | -1 | Closed |
|
|
CAGAS
31
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
| – | +$225 | +9 | New |
|
HYLV Hedge Fund Activity: Q3 2020 in Review
26 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in IQ S&P High Yield Low Volatility Bond ETF (HYLV) for Q3 2020, worth a combined $88.3M — up 6.2% from $83.2M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new HYLV positions and 5 closed out — a net gain of 6 holders — while 7 added to existing stakes and 5 trimmed.
The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $4.42M. The largest seller was Citadel Advisors, cutting an estimated $4.4M.
- 26 institutional investors held IQ S&P High Yield Low Volatility Bond ETF (HYLV) as of Q3 2020, up from 20 in Q2 2020.
- Funds reported $88.3M of IQ S&P High Yield Low Volatility Bond ETF stock for Q3 2020, up 6.2% quarter-over-quarter.
- 11 funds opened new IQ S&P High Yield Low Volatility Bond ETF positions in Q3 2020 and 5 closed out, a net change of +6 holders.
- The largest IQ S&P High Yield Low Volatility Bond ETF buyer in Q3 2020 was Envestnet Asset Management, an estimated $4.42M added.
- The largest IQ S&P High Yield Low Volatility Bond ETF seller in Q3 2020 was Citadel Advisors, an estimated $4.4M sold.
Based on aggregated 13F filings for Q3 2020.